Advisor at Brookstone Capital Management LLC
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Firm
Brookstone Capital Management LLC
Location
Wheaton, IL 60189
Credentials
Series 65
Industry experience
22 years
Steve Parker is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 22 years of industry experience. He has worked at Brookstone since 2013 and has been involved with Parker Wealth Management Group since 2000. Outside of his advisory role, Parker manages a non-investment related LLC and works as an independent insurance agent, focusing on fixed insurance products including life insurance and annuities, along with consulting for businesses and business owners. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis using various model portfolios and managed accounts, supporting a large advisor network with back-office and TAMP services.
Based on Brookstone Capital Management LLC
Based on Brookstone Capital Management LLC
Based on Brookstone Capital Management LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more, negotiable.
Negotiable up to 2.5% annually total (combined BCM and IAR/Outside RIA fees). BCM portion up to 0.95%, IAR/Outside RIA portion up to 1.55%
Commission-based compensation earned by IARs for insurance and annuity sales; BCM does not charge management fees on commission-based fixed index annuities.
Up to $350 per hour for financial planning services, billed in six-minute increments.
Account minimum: $5,000 to $100,000 (typical range; accounts below minimum may be accepted at discretion) Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees ranging from $200 to $5,000 or more, all negotiable.
1745 S. Naperville Road, Suite 200
Wheaton, IL 60189
Illinois · Indiana · Texas · Wisconsin
Brookstone Capital Management
2013 - Present (13 years)
Polar Manufacturing
2004 - Present (22 years)
Parker Wealth Management Group (prev. STEVE PARKER & ASSOCIATES)
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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